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Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
501
SYM Financial Corp
Indiana
$293K +$46.8K +559 +20%
CL
502
Choreo LLC
Illinois
$290K +$62.8K +750 +30%
PCM
503
Parsons Capital Management
Rhode Island
$288K +$276K +3,300 New
QCG
504
Quadrant Capital Group
Ohio
$287K – – –
RIL
505
Rothschild Investment LLC
Illinois
$282K +$165K +1,977 +157%
KCP
506
Kera Capital Partners
California
$282K +$268K +3,201 New
PCIA
507
Prime Capital Investment Advisors
Kansas
$280K +$2.43K +29 +0.9%
PWM
508
Perigon Wealth Management
California
$275K -$18.6K -222 -7%
TWC
509
TD Waterhouse Canada
Ontario, Canada
$275K – – –
MOS
510
MGO One Seven
Ohio
$273K +$29.8K +356 +13%
1WA
511
180 Wealth Advisors
Washington
$271K +$260K +3,113 New
EHC
512
Everett Harris & Co
California
$270K – – –
SIG
513
Sky Investment Group
Connecticut
$270K – – –
ST
514
Spinnaker Trust
Maine
$269K – – –
CI
515
CX Institutional
Indiana
$267K +$44.7K +534 +21%
GT
516
Glenview Trust
Kentucky
$263K – – –
MFAM
517
Motley Fool Asset Management
Virginia
$262K +$8.87K +106 +4%
CAG
518
Crestwood Advisors Group
Massachusetts
$262K +$251K +3,001 New
SIA
519
Soltis Investment Advisors
Utah
$257K +$247K +2,948 New
HI
520
Horizon Investments
North Carolina
$253K +$7.36K +88 +3%
MIM
521
Moseley Investment Management
Florida
$253K – – –
BFS
522
Bradley Foster & Sargent
Connecticut
$252K +$18.7K +224 +8%
WF
523
Welch & Forbes
Massachusetts
$251K – – –
JAFL
524
Jay A. Fishman Ltd
Michigan
$250K -$2.09K -25 -0.9%
SAM
525
Sagewood Asset Management
New York
$245K +$236K +2,816 New
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